See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $243,678 | $120,450+102.3% | $159,436+52.8% | $93,030+161.9% |
| Participation rate | 76.6% | 78.0%-1.4pp | 82.8%-6.2pp | 73.9%+2.7pp |
| Annual return | 16.48% | 27.11%-10.6pp | 263.57%-247.1pp | 158.70%-142.2pp |
| Employer contribution / active EE | $5,529 | $3,526+56.8% | $4,829+14.5% | $2,706+104.3% |
| Participant deferral / active EE | $11,667 | $7,283+60.2% | $7,352+58.7% | $4,562+155.7% |
| Admin fee / account holder | $0 | $137-100.0% | $10,799-100.0% | $152-100.0% |